+205.4%
GE vs BND
+76.2%
+129.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -3.0% |
| 7D | -1.2% | -0.1% | -1.1% | -1.3% |
| 30D | -11.3% | -0.2% | -11.0% | -11.4% |
| 3M | -1.4% | -0.7% | -0.7% | -1.8% |
| 6M | +1.2% | -1.7% | +2.9% | 0.0% |
| YTD | +5.9% | -0.5% | +6.5% | +5.4% |
| 1Y | +18.4% | +0.4% | +18.0% | +18.5% |
| 3Y | +271.0% | +13.1% | +257.8% | +301.2% |
| 5Y | +417.9% | -2.1% | +420.0% | +386.2% |
| 10Y | +152.0% | +15.7% | +136.2% | +189.0% |
| All | +205.4% | +76.2% | +129.2% | +498.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BND wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling